iShares MSCI KLD 400 Social ETF
259 hedge funds and large institutions have $677M invested in iShares MSCI KLD 400 Social ETF in 2019 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 100 increasing their positions, 63 reducing their positions, and 16 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
100% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 16
59% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 63
9% more capital invested
Capital invested by funds: $623M → $677M (+$54M)
5% more funds holding
Funds holding: 247 → 259 (+12)
1.35% more ownership
Funds ownership: 93.46% → 94.81% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.01M |
| 2 |
Betterment LLC
New York
|
+$4.94M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.76M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$4.67M |
| 5 |
PA
Parallel Advisors
San Francisco,
California
|
+$3.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair & Company
Chicago,
Illinois
|
-$8.88M |
| 2 |
Jane Street
New York
|
-$7.41M |
| 3 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$4.01M |
| 4 |
EB
Eastern Bank
Boston,
Massachusetts
|
-$2.56M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$1.45M |
DSI Hedge Fund Activity: Q2 2019 in Review
259 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI KLD 400 Social ETF (DSI) for Q2 2019, worth a combined $677M — up 8.7% from $623M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new DSI positions and 16 closed out — a net gain of 16 holders — while 100 added to existing stakes and 63 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $7.01M. The largest seller was William Blair & Company, cutting an estimated $8.88M.
- 259 institutional investors held iShares MSCI KLD 400 Social ETF (DSI) as of Q2 2019, up from 247 in Q1 2019.
- Funds reported $677M of iShares MSCI KLD 400 Social ETF stock for Q2 2019, up 8.7% quarter-over-quarter.
- 32 funds opened new iShares MSCI KLD 400 Social ETF positions in Q2 2019 and 16 closed out, a net change of +16 holders.
- The largest iShares MSCI KLD 400 Social ETF buyer in Q2 2019 was Morgan Stanley, an estimated $7.01M added.
- The largest iShares MSCI KLD 400 Social ETF seller in Q2 2019 was William Blair & Company, an estimated $8.88M sold.
Based on aggregated 13F filings for Q2 2019.